Phillips 66
PSX- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0001534701
In the last 90 days, Phillips 66 insiders filed 0 open-market purchases and 7 sales; 2,109 institutions reported holding it in 13F filings for Q2 2026, worth $53.5B in total; 3 superinvestors hold it, including Elliott Investment Management and Harris Associates (Oakmark).
13F holders, Q3 2024
Institutional positions in Phillips 66 as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,775
- +10 vs. Q2 2024
- Shares held
- 303.1M
- +21.5M (+7.6%) vs. Q2 2024
- Total value
- $39.8B
- +$119.9M (+0.3%) vs. Q2 2024
- New holders
- 133
- 611 more added
- Sold out
- 123
- 681 more reduced
22 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,109 | $53.5B |
| Q1 2026 | 2,132 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,796 | $37.9B |
| Q4 2024 | 1,782 | $34.9B |
| Q3 2024 | 1,775 | $39.8B |
| Q2 2024 | 1,787 | $44.2B |
| Q1 2024 | 1,879 | $52.2B |
| Q4 2023 | 1,793 | $43.7B |
| Q3 2023 | 1,664 | $38.5B |
| Q2 2023 | 1,542 | $30.9B |
| Q1 2023 | 1,573 | $33.4B |
| Q4 2022 | 1,575 | $35.1B |
| Q3 2022 | 1,419 | $27.4B |
| Q2 2022 | 1,445 | $28.3B |
| Q1 2022 | 1,451 | $29.1B |
| Q4 2021 | 1,358 | $22.2B |
| Q3 2021 | 1,239 | $21.2B |
| Q2 2021 | 1,327 | $26.3B |
| Q1 2021 | 1,272 | $25.0B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Intrust Bank NA | 19,860 | $2.61M | 0.26% | +452+2.3% | Added |
| HB Wealth Management, LLC | 19,771 | $2.60M | 0.03% | +1,013+5.4% | Added |
| DCM Advisors, LLC | 19,745 | $2.60M | 1.31% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 19,684 | $2.59M | 0.22% | +654+3.4% | Added |
| Red Cedar Investment Management, LLC | 11,596 | $2.58M | 0.33% | 00.0% | Unchanged |
| Norinchukin Bank, The | 19,384 | $2.55M | 0.06% | +3,516+22.2% | Added |
| Empirical Finance, LLC | 19,236 | $2.53M | 0.15% | +261+1.4% | Added |
| Somerset Trust Co | 19,190 | $2.52M | 0.94% | −168−0.9% | Reduced |
| City Holding Co | 19,059 | $2.51M | 0.35% | −500−2.6% | Reduced |
| Wedbush Securities Inc | 18,916 | $2.49M | 0.09% | −1,829−8.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,909 | $2.49M | 0.15% | −7,481−28.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 18,831 | $2.48M | 0.03% | −246−1.3% | Reduced |
| Argyle Capital Management Inc. | 18,786 | $2.47M | 0.98% | +940+5.3% | Added |
| SWS Partners | 18,662 | $2.45M | 0.78% | −6,100−24.6% | Reduced |
| Snowden Capital Advisors LLC | 18,641 | $2.45M | 0.07% | −42−0.2% | Reduced |
| Qsemble Capital Management, LP | 18,591 | $2.44M | 0.45% | +18,591 | New |
| Brinker Capital Investments, LLC | 18,542 | $2.44M | 0.02% | −4,247−18.6% | Reduced |
| Orion Portfolio Solutions, LLC | 18,542 | $2.44M | 0.02% | −4,247−18.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 18,509 | $2.43M | 0.07% | +37+0.2% | Added |
| Alberta Investment Management Corp | 18,500 | $2.43M | 0.02% | +18,500 | New |
| Mitchell & Pahl Private Wealth, LLC | 18,407 | $2.42M | 1.13% | +560+3.1% | Added |
| Avantax Planning Partners, Inc. | 18,340 | $2.41M | 0.09% | −1,267−6.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,322 | $2.41M | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 18,077 | $2.38M | 0.02% | −3,141−14.8% | Reduced |
| XML Financial, LLC | 17,839 | $2.34M | 0.22% | +747+4.4% | Added |
| Convergence Investment Partners, LLC | 17,811 | $2.34M | 0.63% | −345−1.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17,789 | $2.34M | 0.64% | +2,122+13.5% | Added |
| RSM US Wealth Management LLC | 17,578 | $2.34M | 0.03% | +679+4.0% | Added |
| Tiaa Trust, National Association | 17,627 | $2.32M | 0.01% | +53+0.3% | Added |
| Cobblestone Capital Advisors LLC | 17,548 | $2.31M | 0.13% | +89+0.5% | Added |
| Auxier Asset Management | 17,470 | $2.30M | 0.34% | −10−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,452 | $2.29M | 0.08% | +548+3.2% | Added |
| HBK Sorce Advisory LLC | 17,431 | $2.29M | 0.07% | −353−2.0% | Reduced |
| Moser Wealth Advisors, LLC | 17,412 | $2.29M | 1.19% | +358+2.1% | Added |
| Keystone Wealth Services, LLC | 17,283 | $2.27M | 0.63% | −374−2.1% | Reduced |
| Community Bank, N.A. | 16,977 | $2.23M | 0.28% | +632+3.9% | Added |
| Fernwood Investment Management, LLC | 16,887 | $2.22M | 0.72% | −318−1.8% | Reduced |
| Carret Asset Management, LLC | 16,838 | $2.21M | 0.24% | −400−2.3% | Reduced |
| Swiss Life Asset Management Ltd | 16,803 | $2.21M | 0.03% | −653−3.7% | Reduced |
| Northside Capital Management, LLC | 16,725 | $2.20M | 0.34% | 00.0% | Unchanged |
| Hancock Whitney Corp | 16,671 | $2.19M | 0.07% | −425−2.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,638 | $2.19M | 0.15% | +425+2.6% | Added |
| Neville Rodie & Shaw Inc | 16,552 | $2.18M | 0.16% | −4,520−21.5% | Reduced |
| Vestcor Inc | 16,417 | $2.16M | 0.07% | −592−3.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 16,308 | $2.14M | 0.04% | +124+0.8% | Added |
| Principal Securities, Inc. | 16,255 | $2.14M | 0.05% | −178−1.1% | Reduced |
| TBH Global Asset Management, LLC | 16,192 | $2.13M | 0.46% | +40+0.2% | Added |
| Wilkins Investment Counsel Inc | 16,178 | $2.13M | 0.29% | −1,000−5.8% | Reduced |
| Everett Harris & Co | 16,178 | $2.13M | 0.03% | −475−2.9% | Reduced |
| IHT Wealth Management, LLC | 15,777 | $2.08M | 0.06% | +3,866+32.5% | Added |
| Terry L. Blaker | 15,796 | $2.08M | 0.08% | +2,449+18.3% | Added |
| Federation des caisses Desjardins du Quebec | 15,775 | $2.07M | 0.01% | −7,579−32.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15,684 | $2.06M | 0.06% | +14,350+1,075.7% | Added |
| Paloma Partners Management Co | 15,638 | $2.06M | 0.11% | −16,796−51.8% | Reduced |
| Promethium Advisors,llc | 15,545 | $2.04M | 1.44% | +15,545 | New |
| First Manhattan Co | 15,533 | $2.04M | 0.01% | −3,111−16.7% | Reduced |
| Great Valley Advisor Group, Inc. | 15,499 | $2.04M | 0.05% | +267+1.8% | Added |
| Banque Cantonale Vaudoise | 15,446 | $2.03M | 0.08% | −12,946−45.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 15,362 | $2.02M | 0.46% | +628+4.3% | Added |
| Omers Administration Corp | 15,289 | $2.01M | 0.02% | 00.0% | Unchanged |
| Hendley & Co Inc | 15,270 | $2.01M | 0.70% | 00.0% | Unchanged |
| Stephens Inc | 15,221 | $2.00M | 0.03% | +232+1.5% | Added |
| Koshinski Asset Management, Inc. | 15,178 | $2.00M | 0.17% | −367−2.4% | Reduced |
| Haverford Trust Co | 15,158 | $1.99M | 0.02% | −298−1.9% | Reduced |
| NewEdge Wealth, LLC | 15,118 | $1.99M | 0.04% | +30.0% | Added |
| Mediolanum International Funds Ltd | 15,150 | $1.98M | 0.03% | −4,729−23.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 15,073 | $1.98M | 0.08% | −522−3.3% | Reduced |
| KMG Fiduciary Partners, LLC | 15,057 | $1.98M | 0.17% | +690+4.8% | Added |
| William B. Walkup & Associates, Inc. | 15,034 | $1.98M | 1.22% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 15,028 | $1.98M | 0.09% | −44,482−74.7% | Reduced |
| Crescent Sterling, Ltd. | 14,934 | $1.96M | 1.87% | −27−0.2% | Reduced |
| Veriti Management LLC | 14,903 | $1.96M | 0.11% | −398−2.6% | Reduced |
| Ieq Capital, LLC | 14,875 | $1.96M | 0.02% | −262−1.7% | Reduced |
| Northwest & Ethical Investments L.P. | 14,785 | $1.94M | 0.05% | −3,105−17.4% | Reduced |
| First National Bank of Omaha | 14,766 | $1.94M | 0.12% | −8,108−35.4% | Reduced |
| NFJ Investment Group, LLC | 14,702 | $1.93M | 0.06% | −215−1.4% | Reduced |
| Bridgefront Capital, LLC | 14,699 | $1.93M | 0.74% | −658−4.3% | Reduced |
| Inscription Capital, LLC | 14,640 | $1.92M | 0.29% | +1,230+9.2% | Added |
| Harbour Investment Management LLC | 14,592 | $1.92M | 0.85% | +265+1.8% | Added |
| PFG Investments, LLC | 14,541 | $1.91M | 0.12% | −589−3.9% | Reduced |
| Valeo Financial Advisors, LLC | 14,527 | $1.91M | 0.05% | +1,647+12.8% | Added |
| Curbstone Financial Management Corp | 14,504 | $1.91M | 0.41% | −100−0.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,405 | $1.89M | 0.02% | +425+3.0% | Added |
| Western Wealth Management, LLC | 14,380 | $1.89M | 0.11% | +10,312+253.5% | Added |
| F/M Investments LLC | 14,142 | $1.89M | 0.06% | −1,479−9.5% | Reduced |
| Capital Advisors Inc | 14,233 | $1.87M | 0.04% | −81−0.6% | Reduced |
| Mutual Advisors, LLC | 14,551 | $1.87M | 0.05% | +5,663+63.7% | Added |
| NJ State Employees Deferred Compensation Plan | 14,200 | $1.87M | 0.22% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 14,190 | $1.87M | 1.68% | −540−3.7% | Reduced |
| Investment Management Corp of Ontario | 14,001 | $1.84M | 0.04% | +4,500+47.4% | Added |
| Logan Capital Management Inc | 13,839 | $1.82M | 0.07% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13,814 | $1.82M | 0.03% | +232+1.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,779 | $1.81M | 0.06% | −1,102−7.4% | Reduced |
| Gateway Investment Advisers LLC | 13,771 | $1.81M | 0.02% | +3,679+36.5% | Added |
| Pacific Global Investment Management CO | 13,655 | $1.80M | 0.32% | −1,898−12.2% | Reduced |
| Oddo BHF Asset Management SAS | 13,622 | $1.79M | 0.09% | +13,622 | New |
| Estate Counselors, LLC | 13,525 | $1.78M | 0.18% | +910+7.2% | Added |
| Energy Income Partners, LLC | 13,437 | $1.77M | 0.04% | −59−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,267 | $1.74M | 0.04% | −225−1.7% | Reduced |
| Sigma Planning Corp | 13,226 | $1.74M | 0.05% | +340+2.6% | Added |